AE Wealth Management’s TXNM Energy Inc TXNM Stock Holding History

AE Wealth Management’s Portfolio TXNM Stock Details TXNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$248K	Sell	4,239 -4,288	-50%	-$253K	﹤0.01%	1493
2025 Q4	$502K	Buy	8,527 +1,397	+20%	+$80.6K	﹤0.01%	1051
2025 Q3	$403K	Buy	+7,130	New	+$405K	﹤0.01%	1052
2023 Q4	–	Sell	-14,833	Closed	-$662K	–	2204
2023 Q3	$662K	Buy	14,833 +902	+6%	+$40.3K	﹤0.01%	1253
2023 Q2	$628K	Buy	13,931 +280	+2%	+$13.2K	﹤0.01%	1271
2023 Q1	$665K	Buy	13,651 +274	+2%	+$13.4K	﹤0.01%	1216
2022 Q4	$653K	Buy	13,377 +583	+5%	+$27.8K	﹤0.01%	1169
2022 Q3	$585K	Buy	12,794 +1,146	+10%	+$54.5K	﹤0.01%	1171
2022 Q2	$557K	Buy	11,648 +207	+2%	+$9.7K	﹤0.01%	1144
2022 Q1	$545K	Buy	+11,441	New	+$521K	﹤0.01%	1196

Other funds holding TXNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's TXNM Position: Q1 2026 in Review

AE Wealth Management reduced its TXNM Energy Inc (TXNM) stake by 50% in Q1 2026, selling an estimated $253K and leaving 4,239 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

AE Wealth Management first reported a position in TXNM in Q1 2022 and has held it in 10 quarters since. The position peaked at $665K in Q1 2023. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

AE Wealth Management held 4,239 shares of TXNM Energy Inc worth $248K as of Q1 2026.
AE Wealth Management sold 4,288 TXNM Energy Inc shares in Q1 2026, an estimated $253K.
TXNM Energy Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1493 holding.
AE Wealth Management first reported a position in TXNM Energy Inc in Q1 2022 and has held it in 10 quarters since.
AE Wealth Management's TXNM Energy Inc position peaked at $665K in Q1 2023.
380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.